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  • Setup SOA Preview Instructions

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  1. Product Guide: UNI
  2. Administrator
  3. Finance
  4. Finance Setup

Preview SOA Instructions

Last updated: March 2025

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Last updated 14 days ago

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This setting allows you to customize reminders and payment instructions in the SOA Preview sent to students.

Access and Navigation

Preview SOA Instructions can be accessed under Finance > Finance Setup.

Check the privilege assigned to your user account or role if you cannot view a link from the list.

Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.

Setup SOA Preview Instructions

  • Use the Preview SOA Instructions editor to input relevant instructions

  • Click inside the text box to format as needed

  • Click Preview located in the upper-right corner to check how the SOA Preview document appears

  • Click Save Changes to apply updates

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